CWM, LLC - UPSTART HLDGS INC ownership

UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 491 filers reported holding UPSTART HLDGS INC in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of UPSTART HLDGS INC
ValueSharesWeighting
Q3 2023$33
+22.2%
1,169
+56.5%
0.00%
Q2 2023$27
+145.5%
747
+11.0%
0.00%
Q1 2023$11
+22.2%
673
+3.5%
0.00%
Q4 2022$9
-99.8%
650
+143.4%
0.00%
Q3 2022$6,000
-72.7%
267
-61.4%
0.00%
Q2 2022$22,000
-94.6%
691
-81.4%
0.00%
-100.0%
Q1 2022$404,000
+1583.3%
3,706
+2230.8%
0.00%
Q4 2021$24,0001590.00%
Other shareholders
UPSTART HLDGS INC shareholders Q1 2022
NameSharesValueWeighting ↓
Kuvari Partners LLP 120,391$18,215,000100.00%
Consolidated Investment Group LLC 196,000$29,655,0004.70%
Third Point 4,000,000$605,200,0004.22%
Bordeaux Wealth Advisors LLC 60,000$9,078,0004.17%
Vulcan Value Partners, LLC 9,690,630$1,466,192,0003.75%
Crawford Lake Capital Management, LLC 59,397$8,987,0002.74%
WMG Financial Advisors, LLC 20,900$3,163,0002.46%
Atlas Principals, LLC 20,000$3,026,0002.22%
Atlas Principals, LLC 18,000$2,723,0002.00%
Atika Capital Management LLC 174,625$26,420,0001.85%
View complete list of UPSTART HLDGS INC shareholders